Carolyn Weldon is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Weldon and Weldon Financial Coaching, where she has worked since 2020, and previously worked at Bull Harbor Capital. Outside of her advisory role, she serves on the board of the Flower Memorial Library and is a member of the Patient & Family Advocacy Council at the Walker Cancer Center in Watertown, NY. Weldon and Weldon Financial Coaching provides financial planning and consulting services, acting as a liaison to third-party managers and offering ERISA 3(21) retirement-plan advisory support for plan sponsors. The firm combines client-focused qualitative analysis with quantitative methods and does not exercise discretionary trading authority or maintain assets under management.

Jeffry Weldon is a financial advisor with Weldon and Weldon Financial Coaching in Watertown, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long-term roles at Park Avenue Securities LLC and Guardian Life, as well as extensive experience operating as a sole proprietor. Weldon serves on the board of the Minna Anthony Common Nature Center. Weldon and Weldon Financial Coaching provides financial planning and consulting services, acting primarily as a liaison to third-party managers like Matson Money and offering ERISA 3(21) retirement-plan advisory support. The firm focuses on client analysis and financial planning while investment execution is handled by third-party managers, and it operates without discretionary trading authority or directly managing client assets.